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ALTAMONT CAPITAL MANAGEMENT
Legal name: ALTAMONT CAPITAL MANAGEMENT, LLC.
CRD 118979File 801-107614
APPROVED
Retail clients
Filing as of Jan 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$412.3M
Below cohort median (national)
Discretionary AUM
$355.3M
Non-discretionary $57.0M
Clients
163
387 accounts
Employees
2
Above cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 1, 2016
- Principal office
- 100 COXE AVENUE, ASHEVILLE, NC, 28801
- Phone
- 828-236-0610
- Website
- HTTP://WWW.ALTAMONTCM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $412.3M
- Discretionary AUM
- $355.3M
- Non-discretionary AUM
- $57.0M
- Discretionary accounts
- 356
- Non-discretionary accounts
- 31
- Total accounts
- 387
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $800K |
| Charitable organizations | Fewer than 5 | $40.0M |
| High net worth individuals | 41 | $276.5M |
| Pension and profit sharing plans | 15 | $53.7M |
| Individuals (other than high net worth individuals) | 107 | $41.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 170 | 163 | decreased by7 |
| Feb 1, 2026 | AUM | $341,810,724 | $412,289,220 | increased by$70,478,496 |
| Feb 1, 2026 | Accounts | 385 | 387 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 152 | 170 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $235,368,426 | $341,810,724 | increased by$106,442,298 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 342 | 385 | increased by43 |
| Apr 1, 2022 | Employees | 3 | 2 | decreased by1 |
| Apr 1, 2022 | Clients | 145 | 152 | increased by7 |
| Apr 1, 2022 | AUM | $195,977,836 | $235,368,426 | increased by$39,390,590 |
| Apr 1, 2022 | Accounts | 327 | 342 | increased by15 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALTAMONT CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALTAMONT CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.